TF
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TimeScale Financial’s Avantis US Equity ETF AVUS Stock Holding History

TimeScale Financial’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$26.1K Buy
347
+306
+746% +$21.9K 0.01% 268
2023
Q1 		$2.91K Buy
+41
New +$2.9K ﹤0.01% 465

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TimeScale Financial's AVUS Position: Q2 2023 in Review

TimeScale Financial increased its Avantis US Equity ETF (AVUS) stake by 746% in Q2 2023, buying an estimated $21.9K and bringing the position to 347 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #268.

TimeScale Financial first reported a position in AVUS in Q1 2023 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold AVUS as of Q2 2023.

  • TimeScale Financial held 347 shares of Avantis US Equity ETF worth $26.1K as of Q2 2023.
  • TimeScale Financial bought 306 Avantis US Equity ETF shares in Q2 2023, an estimated $21.9K.
  • Avantis US Equity ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #268 holding.
  • TimeScale Financial first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.